If you’ve ever searched “how do donor advised funds work” and landed on an article written for a hedge fund manager, you’re not alone. Most of the content out there treats this like a billionaire’s tool. It isn’t. Here’s a straight answer. A donor advised fund (DAF) is a charitable giving account. You contribute money…
I’ve lived in Rabun County since 2020. Recently I’ve had the pleasure of talking to business owners and entrepreneurs through our local 1 Million Cups chapter and at the Forward Rabun, Chamber of Commerce events. Many success stories around here are built from nothing. Building a business in the North Georgia mountains takes a different…
If you’re within 10 years of retirement, Social Security is probably one of the most important financial decisions you’ll make. And yet most people make that decision based on a guess or a conversation at a cookout. Let’s fix that. The Basics of When You Can Claim You can start receiving Social Security benefits as…
Switching financial advisors is one of the most uncomfortable decisions a person can make. Not because the process is all that complicated, but because money is personal. You’ve trusted someone with your financial future, and walking away from that relationship carries real emotional weight. Most people who should switch, don’t. And the reason usually isn’t…
Options are one of the most misunderstood tools in the financial markets. Most people either avoid them entirely because they sound complicated, or they jump in without understanding what they’ve bought or sold. Both are expensive mistakes. This piece breaks down what options actually are, why the confusion exists, and how sophisticated investors use them….
Growing up, some of my earliest memories around finance came from conversations with my dad, Ron. Not formal lessons. Just conversations, usually around something happening in the news or the markets. And one thing was always consistent in those conversations: positioning. Not just what you own, but why you own it, and what your plan…
My father and I used to work through covered call scenarios together, manually. Bear case. Flat case. Bull case. We’d talk through the numbers, think it through, make a decision. It worked. But it was manual and slow. And when you’re trying to evaluate an entire options chain across multiple strikes and expirations, slow means…
We’ve all been there: spending hours researching the best dog food, setting calendar reminders for vet appointments, and even opening savings accounts for unexpected expenses like emergency surgeries. Yet, when it comes to our own financial futures, many of us treat planning like a game of chance. It’s a paradox, one that highlights how effortlessly…
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Email Ron: Ron@freedomcapitaladvisors.com
Email Logan: Logan@freedomcapitaladvisors.com
